1302Course · Practitioner

Trusts

The disciplined vehicle.

The Course

The trust is the disciplined vehicle. This course teaches the three-party institution, the revocable/irrevocable and grantor/non-grantor distinctions, and the common types (GRAT, IDGT, SLAT, dynasty).

Outcomes
  • 01

    Distinguish trust types.

  • 02

    State the parties to a trust.

  • 03

    Choose defensibly.

Pacing

1 week · ~4 hours.